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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ellis Morris who wrote (55580)	5/15/1998 12:11:00 PM
From: Dom B.	Respond to of 186894

The games people play, Mr. Frank...it's at the price level now where neither the calls or puts @80 will make any money if they waited this long to close out their position. IMHO, there will be less of Kurlak if INTC will halt selling puts against its own shares to buy for employee options. But that is no guaranty. Until the SEC itself puts a stop to this by way of a penalty if manipulation is evident, there will be no end to Kurlak et al... But do take care...//dom

To: Frank Ellis Morris who wrote (55580)	5/15/1998 1:16:00 PM
From: Joey Smith	Respond to of 186894

Frank, you are right. Kurlack is a joke, and his analysis today was, if not correct, pedestrian to say the least. To compare CPU segement (where there are basically 3 players and 1 is dominant) to the DRAM segemnt which is a commodity business is an embarrasment. Then, to point out that competitors AMD & Cyrix will produce 25M units in 1999, which will flood the market is pretty funny as well (he took a page out of Jerry Sander's book). Of course, they will SELL all the units they can produce <ggg>. And, Kurlak generalizes the entire CPU segment and makes no mention of the server/workstation market that will maintain Intel's high ASPs. It's basically a game he is playing, and you have to know how to play the game. Average cost down is what I am doing, and I just bought a little more at $80+. good luck, joey